Larson Financial Group’s Brookfield Infrastructure BIPC Stock Holding History

Larson Financial Group’s Portfolio BIPC Stock Details BIPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.8K	Sell	1,362 -86	-6%	-$3.94K	﹤0.01%	1317
2025 Q4	$65.7K	Buy	1,448 +1,384	+2,163%	+$62.7K	﹤0.01%	1107
2025 Q3	$2.63K	Buy	+64	New	+$2.59K	﹤0.01%	2598
2024 Q4	–	Sell	-5	Closed	-$217	–	2782
2024 Q3	$217	Buy	+5	New	+$194	﹤0.01%	2347
2024 Q1	–	Sell	-57	Closed	-$2.01K	–	1801
2023 Q4	$2.01K	Sell	57 -1,500	-96%	-$47.8K	﹤0.01%	1372
2023 Q3	$55K	Buy	1,557 +57	+4%	+$2.35K	0.01%	587
2023 Q2	$68.4K	Hold	1,500	–	–	0.01%	487
2023 Q1	$69.1K	Hold	1,500	–	–	0.01%	485
2022 Q4	$58.4K	Hold	1,500	–	–	0.01%	493
2022 Q3	$61K	Hold	1,500	–	–	0.01%	431
2022 Q2	$64K	Hold	1,500	–	–	0.01%	318
2022 Q1	$75K	Hold	1,500	–	–	0.01%	311
2021 Q4	$68K	Buy	+1,500	New	+$62.1K	0.01%	328

Other funds holding BIPC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's BIPC Position: Q1 2026 in Review

Larson Financial Group reduced its Brookfield Infrastructure (BIPC) stake by 5.9% in Q1 2026, selling an estimated $3.94K and leaving 1,362 shares worth $53.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Larson Financial Group first reported a position in BIPC in Q4 2021 and has held it in 13 quarters since. The position peaked at $75K in Q1 2022. 377 funds tracked by Wall St. Rank hold BIPC as of Q1 2026.

Larson Financial Group held 1,362 shares of Brookfield Infrastructure worth $53.8K as of Q1 2026.
Larson Financial Group sold 86 Brookfield Infrastructure shares in Q1 2026, an estimated $3.94K.
Brookfield Infrastructure made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1317 holding.
Larson Financial Group first reported a position in Brookfield Infrastructure in Q4 2021 and has held it in 13 quarters since.
Larson Financial Group's Brookfield Infrastructure position peaked at $75K in Q1 2022.
377 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.